In the PRIIPs (Packaged Retail and Insurance-based Investment Products) regulation of the European Union (No. 1286/2014) the KID (Key Information Document) is defined as a measure to improve investor protection. The document specified in the regulation consists of at most three pages presenting the details of a financial product, a risk indicator, different scenarios for the behavior of the product over time, as well a disclosure of the costs inherent to the product. In the annexes the exact form of the document and the calculation methodologies are specified.
The templates for the Key Information Documents can be specified in any format that a Pandoc reader exists. All the files are read and combined into a language specific template, represented as an abstract syntax tree AST for a Pandoc document.
The template definitions provide the required expressiveness in order to define the full document structure, where Span elements are used as nodes representing variables, for example the variable for the one year stress scenario, formatted with 2 digits after the decimal point can be specified in a template as follows (the id of the Span references a certain node and with the class we can specify the formatting):
<span id="strs_one_year" class="2_digits"></span>[]{#strs_one_year .2_digits}Span ("strs_one_year",["2_digits"],[]) []
A document is generated by replacing the Span elements in the AST with the provided values for the terms with respect to the given formatting specifications and then transforming it into a specific output format by a Pandoc writer. Layouting is accomplished by style-sheet transformations (i.e. cls, css, etc.) of the given output format.
$cabal exec kid-document-exe -- --file=test/example/terms.json --lang=DE | pandoc -f native -t markdownAlternatively load the template at runtime and apply the substitution of the variables with a Pandoc filter.